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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,470 | $157,276-94.6% | $141,177-94.0% | $152,885-94.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 12.07% | 64.33%-52.3pp | 71.40%-59.3pp | 345.39%-333.3pp |
| Employer contribution / active EE | $3,746 | $5,262-28.8% | $4,736-20.9% | $4,763-21.3% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |